+1.8%
BBY vs JBHT
+58.3%
-56.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +1.9% |
| 7D | +9.5% | +4.9% | +4.6% | +7.1% |
| 30D | +6.8% | +0.6% | +6.3% | +6.2% |
| 3M | +28.9% | -3.2% | +32.1% | +29.7% |
| 6M | +37.8% | +17.0% | +20.8% | +26.3% |
| YTD | +38.7% | +41.7% | -2.9% | +15.8% |
| 1Y | +23.7% | +90.0% | -66.3% | -12.0% |
| 3Y | +39.1% | +47.0% | -7.9% | +9.0% |
| All | +1.8% | +58.3% | -56.4% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JBHT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling